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Old 08-09-2018, 10:43 AM   #461
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With my large position in Centurylink, Qwest, U S West bonds, I should hit double digit returns on my bond portfolio this year current trends continue. The 7.5% 2024 notes that I bought in December 2017 for 96.55 are trading over $107 today. It appears like Jeff Storey and Sunit Patel are turning things around like they did at Level 3. I hope they continue the trend.
Hey Freedom56 - do you typically trade your bonds or hold them to maturity?
Continuing to research individual corp/muni bonds, but haven't pulled the trigger and looking to hold to maturity strategy wise.
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Old 08-09-2018, 10:52 AM   #462
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+16.36 as of July 31st. Currently 20/5/75
My results were comprised of 72 RT over the past 7 months. My core individual stocks represent about 20% and are DIV payers and Chinese stocks. Majority of trades involved moving amongst sectors in the S&P, Owning the S&P outright and on several occasions owning the DJIA outright when it is lagging the S&P.
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Old 08-09-2018, 11:01 AM   #463
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My results were comprised of 72 RT over the past 7 months. My core individual stocks represent about 20% and are DIV payers and Chinese stocks. Majority of trades involved moving amongst sectors in the S&P, Owning the S&P outright and on several occasions owning the DJIA outright when it is lagging the S&P.
Is the 16%+ the return on your entire investment portfolio (including the large percentage of cash), or is it the return on the 20% equity?
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Old 08-09-2018, 11:53 AM   #464
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Is the 16%+ the return on your entire investment portfolio (including the large percentage of cash), or is it the return on the 20% equity?
This is calculated on my entire investment portfolio Stocks/T'Bills/Cash. In the last 9 days my AA has changed to 30/10/70 as I have moved 10% of my cash into the Banking sector.
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Old 08-09-2018, 12:29 PM   #465
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IRA +5.22%
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Disclosure: The taxable account is about 15 times more than my IRA, & about 2.5 times more than my 401(k)
So if I took the time to add them all up, It might be breakeven.
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Old 08-09-2018, 03:31 PM   #466
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Hey Freedom56 - do you typically trade your bonds or hold them to maturity?
Continuing to research individual corp/muni bonds, but haven't pulled the trigger and looking to hold to maturity strategy wise.

Typically hold to maturity unless it was a lower coupon bond/note purchased at a significant discount to par and approached par. For example I purchased some Seagate technology 2027 notes a while ago for $84 and sold them at $100.6 about 8 months later. In the case of this particular Centurylink note, with a 7.5% coupon and YTM of over 8%, I'm holding to maturity unless the business picture changes.
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Old 08-09-2018, 04:05 PM   #467
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+1

I track and can look up several index portfolios (you can too with https://www.portfoliovisualizer.com/)

It makes no sense to me that so many are posting better than S&P returns as I am doing OK for one with a early allocation to bonds to start the year. July 31st YTD 2.64% all accounts.



If I look only at one of my accounts that has 4 index funds with S&P 500, Small cap, Mid cap and total international stock that YTD is only 3.65% (no bonds, 1% cash). You would have to be very astute to know what funds/stocks to buy and hold to beat the total S&P this year. Obviously these index funds were not the choice to hold.



I was under the impression most folks here were more balanced with International and Bonds, but to get better than 3.65% as of July 31, you would have to be playing some trades or high risk funds in the right sectors or all in on the S&P to ride, and have stayed away from bonds/funds and international.



As i stated recently, i am currently at 14.89%. I have mostly large cap growth funds with heavy tech. One in particular us the Wells Fargo Premier Growth Fund blast year I ended with 24% including fees. I have not held any bond funds in the last three years. This is very unconventional being so close to retirement, however I do have a significant pension i will get and if I had to I could work part time as well. I am going very aggressive purposely. I watch the fund every day. Im in the fund one day, I am out a little the next, Iím back in. I buy dips, etc.
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Old 08-09-2018, 04:31 PM   #468
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My FA manages 70 to 80 large cap dividend stocks, I own no funds or etfs. All my dividends are transferred to my checking account and not reinvested so my return would be even greater if I didn't just blow the dough.

He beats the S&P 500 consistently including his 1% AUM fee.
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Old 08-09-2018, 04:38 PM   #469
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Typically hold to maturity unless it was a lower coupon bond/note purchased at a significant discount to par and approached par. For example I purchased some Seagate technology 2027 notes a while ago for $84 and sold them at $100.6 about 8 months later. In the case of this particular Centurylink note, with a 7.5% coupon and YTM of over 8%, I'm holding to maturity unless the business picture changes.
OK thanks.
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